Schwab Charles annual total assets
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Schwab Charles Total Assets Growth & History (SCHW)
Schwab Charles's total assets was $491.00B for fiscal 2025.
View full Schwab Charles company overviewSchwab Charles annual total assets history
| Fiscal year | Period ended | Total assets | Change | Growth |
|---|---|---|---|---|
| 2025 | 2025-12-31 | $491.00B | $11.15B | +2.32% |
| 2024 | 2024-12-31 | $479.84B | −$13.34B | −2.70% |
| 2023 | 2023-12-31 | $493.18B | −$58.59B | −10.62% |
| 2022 | 2022-12-31 | $551.77B | −$115.50B | −17.31% |
| 2021 | 2021-12-31 | $667.27B | $118.26B | +21.54% |
| 2020 | 2020-12-31 | $549.01B | $255.01B | +86.74% |
| 2019 | 2019-12-31 | $294.00B | −$2.48B | −0.84% |
| 2018 | 2018-12-31 | $296.48B | $53.21B | +21.87% |
| 2017 | 2017-12-31 | $243.27B | $19.89B | +8.90% |
| 2016 | 2016-12-31 | $223.38B | $39.68B | +21.60% |
| 2015 | 2015-12-31 | $183.71B | $29.06B | +18.79% |
| 2014 | 2014-12-31 | $154.64B | $11.00B | +7.66% |
| 2013 | 2013-12-31 | $143.64B | $10.01B | +7.49% |
| 2012 | 2012-12-31 | $133.64B | $25.08B | +23.11% |
| 2011 | 2011-12-31 | $108.55B | $15.98B | +17.27% |
| 2010 | 2010-12-31 | $92.57B | $17.14B | +22.72% |
| 2009 | 2009-12-31 | $75.43B | $23.76B | +45.97% |
| 2008 | 2008-12-31 | $51.67B | — | — |
Schwab Charles quarterly total assets
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| Fiscal quarter | Period ended | Total assets | Change | YoY change |
|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | $517.27B | $58.33B | +12.71% |
| Q1 2026 | 2026-03-31 | $493.32B | $30.42B | +6.57% |
| Q4 2025 | 2025-12-31 | $491.00B | $11.15B | +2.32% |
| Q3 2025 | 2025-09-30 | $465.25B | −$800.0M | −0.17% |
| Q2 2025 | 2025-06-30 | $458.94B | $9.26B | +2.06% |
| Q1 2025 | 2025-03-31 | $462.90B | −$5.88B | −1.25% |
| Q4 2024 | 2024-12-31 | $479.84B | −$13.34B | −2.70% |
| Q3 2024 | 2024-09-30 | $466.06B | −$9.15B | −1.93% |
| Q2 2024 | 2024-06-30 | $449.68B | −$61.83B | −12.09% |
| Q1 2024 | 2024-03-31 | $468.78B | −$66.77B | −12.47% |
| Q4 2023 | 2023-12-31 | $493.18B | −$58.59B | −10.62% |
| Q3 2023 | 2023-09-30 | $475.20B | −$102.36B | −17.72% |
| Q2 2023 | 2023-06-30 | $511.50B | −$126.05B | −19.77% |
| Q1 2023 | 2023-03-31 | $535.55B | −$145.40B | −21.35% |
| Q4 2022 | 2022-12-31 | $551.77B | −$115.50B | −17.31% |
| Q3 2022 | 2022-09-30 | $577.56B | −$29.98B | −4.94% |
| Q2 2022 | 2022-06-30 | $637.56B | $63.02B | +10.97% |
| Q1 2022 | 2022-03-31 | $680.95B | $117.49B | +20.85% |
| Q4 2021 | 2021-12-31 | $667.27B | $118.26B | +21.54% |
| Q3 2021 | 2021-09-30 | $607.55B | $188.19B | +44.88% |
| Q2 2021 | 2021-06-30 | $574.53B | $174.05B | +43.46% |
| Q1 2021 | 2021-03-31 | $563.46B | $192.68B | +51.97% |
| Q4 2020 | 2020-12-31 | $549.01B | $255.01B | +86.74% |
| Q3 2020 | 2020-09-30 | $419.36B | $140.37B | +50.31% |
| Q2 2020 | 2020-06-30 | $400.48B | $124.16B | +44.93% |
| Q1 2020 | 2020-03-31 | $370.78B | $87.96B | +31.10% |
| Q4 2019 | 2019-12-31 | $294.00B | −$2.48B | −0.84% |
| Q3 2019 | 2019-09-30 | $278.99B | $6.88B | +2.53% |
| Q2 2019 | 2019-06-30 | $276.32B | $14.44B | +5.51% |
| Q1 2019 | 2019-03-31 | $282.81B | $34.49B | +13.89% |
| Q4 2018 | 2018-12-31 | $296.48B | $53.21B | +21.87% |
| Q3 2018 | 2018-09-30 | $272.10B | $41.39B | +17.94% |
| Q2 2018 | 2018-06-30 | $261.88B | $41.28B | +18.71% |
| Q1 2018 | 2018-03-31 | $248.32B | $21.26B | +9.36% |
| Q4 2017 | 2017-12-31 | $243.27B | $19.89B | +8.90% |
| Q3 2017 | 2017-09-30 | $230.71B | $21.38B | +10.21% |
| Q2 2017 | 2017-06-30 | $220.60B | $22.55B | +11.39% |
| Q1 2017 | 2017-03-31 | $227.06B | $36.06B | +18.88% |
| Q4 2016 | 2016-12-31 | $223.38B | $39.68B | +21.60% |
| Q3 2016 | 2016-09-30 | $209.34B | $38.94B | +22.85% |
| Q2 2016 | 2016-06-30 | $198.05B | $34.42B | +21.04% |
| Q1 2016 | 2016-03-31 | $191.00B | $30.83B | +19.25% |
| Q4 2015 | 2015-12-31 | $183.71B | $29.06B | +18.79% |
| Q3 2015 | 2015-09-30 | $170.40B | $22.96B | +15.57% |
| Q2 2015 | 2015-06-30 | $163.63B | $20.23B | +14.10% |
| Q1 2015 | 2015-03-31 | $160.17B | $16.10B | +11.18% |
| Q4 2014 | 2014-12-31 | $154.64B | $11.00B | +7.66% |
| Q3 2014 | 2014-09-30 | $147.44B | $7.23B | +5.16% |
| Q2 2014 | 2014-06-30 | $143.40B | $7.49B | +5.51% |
| Q1 2014 | 2014-03-31 | $144.07B | $10.74B | +8.06% |
| Q4 2013 | 2013-12-31 | $143.64B | $10.01B | +7.49% |
| Q3 2013 | 2013-09-30 | $140.21B | $22.55B | +19.17% |
| Q2 2013 | 2013-06-30 | $135.91B | $24.09B | +21.55% |
| Q1 2013 | 2013-03-31 | $133.32B | $21.84B | +19.59% |
| Q4 2012 | 2012-12-31 | $133.64B | $25.08B | +23.11% |
| Q3 2012 | 2012-09-30 | $117.66B | $14.75B | +14.34% |
| Q2 2012 | 2012-06-30 | $111.82B | $14.24B | +14.60% |
| Q1 2012 | 2012-03-31 | $111.48B | $16.60B | +17.49% |
| Q4 2011 | 2011-12-31 | $108.55B | $15.98B | +17.27% |
| Q3 2011 | 2011-09-30 | $102.91B | $15.61B | +17.88% |
| Q2 2011 | 2011-06-30 | $97.57B | $15.28B | +18.56% |
| Q1 2011 | 2011-03-31 | $94.88B | $16.55B | +21.12% |
| Q4 2010 | 2010-12-31 | $92.57B | $17.14B | +22.72% |
| Q3 2010 | 2010-09-30 | $87.30B | $19.31B | +28.41% |
| Q2 2010 | 2010-06-30 | $82.30B | $20.03B | +32.18% |
| Q1 2010 | 2010-03-31 | $78.34B | — | — |
| Q4 2009 | 2009-12-31 | $75.43B | $23.76B | +45.97% |
| Q3 2009 | 2009-09-30 | $67.98B | — | — |
| Q2 2009 | 2009-06-30 | $62.26B | — | — |
| Q4 2008 | 2008-12-31 | $51.67B | — | — |
Schwab Charles total assets trends
Over the last five fiscal years, Schwab Charles's total assets decreased from $549.01B to $491.00B, a change of −$58.01B. The latest reported quarter, Q2 2026, shows $517.27B.
About the metric
What total assets mean
Total assets are the resources a company controls at a reporting-period end, including cash, investments, receivables, inventory, property, intangible assets, and other reported assets. The composition of assets differs substantially by industry.
Calculation and source
SEC-reported total assets
TickerStat uses total assets reported in company SEC filings. When a filer provides the equivalent balance-sheet total as liabilities and equity, that reported amount is used because total assets must equal total liabilities plus equity. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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